Director of Alternative Investments
inforcapital partnershipMt Pleasant, SC
Director of Alternative Investments
L7
inforcapital partnershipMt Pleasant, SC24 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesLocation Mount Pleasant, United States
About This Role:
Apollon Wealth Management is seeking a Director of Alternative Investments to join its Investment Management team in a remote or hybrid capacity. Apollon is a registered investment adviser serving high-net-worth individuals, offering proprietary strategies, separately managed accounts, direct indexing, and a broad suite of alternative investments.
Role Overview:
Reporting directly to the Chief Investment Officer, the Director of Alternative Investments will play a central role in enhancing and supporting the Apollon investment platform. The position carries strategic responsibility for the firms alternative investment program across hedge funds, private credit, private equity, private assets, real estate, and 1031 Delaware Statutory Trusts.
Key Responsibilities:
Monitor updates and changes to approved alternative investment strategies across the organization. Conduct rigorous operational and investment due diligence on alternative strategies. Present new strategy recommendations to the Apollon Investment Committee and report on macroeconomic trends. Assist financial advisors with portfolio construction for high-net-worth clients, incorporating alternative investments where appropriate. Manage third-party relationships with alternative investment sponsor firms and ensure product and marketing documentation remains current and accurate.
Qualifications
The ideal candidate will have:
10 to 15 years of experience in financial services, including 6 to 8 years conducting due diligence on alternative investments. An MBA is preferred, as are CAIA and CFA designations. Strong communication and Excel skills are required.
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Level
ManagerL7
Location
Mt Pleasant, SC
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
24 days ago
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